WHO are we looking for?
CAPTRUST is seeking a Wealth Management Intern in our Indianapolis, IN office that will provide exposure to the inner workings of a wealth management firm. This position will be trained in different aspects of financial planning and investment management. Hands-on learning starts day one in this fast-paced environment. As an intern, you will serve in a support role to multiple client relationship managers who are responsible for maintaining and growing long-term client relationships.
CAPTRUST interns must maintain professional and ethical standards, be well organized, service oriented, and capable of...
Category
Wealth Management
ID
2026-2271
# of Total Openings
1
Workplace Type
On-Site
Job Locations
US-AZ-Phoenix
Requisition Post Information* : Posted Date
2 months ago(2/2/2026 2:08 PM)
WHO are we looking for?
CAPTRUST is seeking a full-time summer Wealth Management Intern in our Phoenix, AZ office. This internship provide exposure to the inner-workings of a wealth management firm with a robust tax practice. Hands-on learning starts day one in this fast-paced environment. This position will be trained on different aspects of wealth planning and wealth management. The intern will also be trained on specific software used throughout the firm. Responsibilities include all aspects of a wealth management firm, including tax planning and compliance, assisting with client service, meeting preparation, software...